Contact and organisation settings

Out of the box, Arlo includes a number of active CRM fields. In the event that the field you want is not available, you can create a custom field to record and store the data. There is a range of field types available to use.

Once configured, contact fields can also be included within your registration forms and made visible with the customer portal so that any required information can be captured/updated online. You can also include custom field information to your import files, making is easy to update contact and organisation records in bulk.

In addition, many of Arlo's report can be configured to include custom field information.

Learn more about custom fields.

You can enable email validation for all of the forms used on your website e.g. registrations forms, leads forms.

Validation helps to prevent incorrect email addresses being used, which may result in contacts not receiving their course related communication.

• Open the Settings menu item.

• From the Platform setup section, select Fields.

• Click Contacts.

• In the Active list, find the Email field and press Edit.

• In the Options section, tick Require confirmation.

• Press Save and close.

• All emails fields on your website forms will now require confirmation.

You can choose which parts of addresses to capture for your contacts and organisations, set alternative billing addresses, use derived addresses for reporting purposes, and prevent or allow address updates through your website checkout forms.

Learn more about contact and organisation address settings.

For the organisation fields on your website forms, you can enable an auto-suggest feature. The feature offers suggestions of possible organisation matches which helps to prevent duplicates from being created, for example, where one registrant entering 'DesignQ' and another entering 'DesignQ Ltd'.

• Open the Settings menu item.

• From the Financial section, select Orders and invoicing.

• In the Website registrations section, tick or untick Organisation autocomplete selector.

The bulk emails setting for contacts allows you to automatically stop all bulk marketing emails for a contact if you use the Campaign Monitor integration, even if they are still subscribed to your newsletter in Arlo.

By default, bulk emails and bulk post are set to allow in Arlo. If a contact asks you to stop sending them bulk emails via Campaign Monitor but wants to remain subscribed to your newsletter, follow this process below.

• Find and open the contact you would like to edit.

• From the toolbar, press Edit.

• From the Marketing section, in the Bulk emails fields, select the Allow/Do not allow option as required.

• Press Save and close.